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Talking Tech - Episode 38
George and Ian catch up on recent news and events in UK small and mid-cap tech and discuss the (limited) SaaSpocalypse scenarios for Cerillion, DotDigital and GB Group – a few of the UK listeds that…
Talking Tech - Episode 36
George and Ian consider the Saint Valentine’s day tech massacre. In face of the carnage, we take a step back and remember that writing software is only part of the story. You need to plan, develop,…
Talking Tech - Episode 35
George and Ian take comfort from FY25 trading updates but look forward to a year in which reality may bite back. Trading updates from Raspberry Pi, and news flow from Intel and Samsung, remind us…
Talking Tech - Episode 34
Ian and George wish ChatGPT a Happy Birthday before cantering through recent UK small tech updates. ActiveOps – going well but could short term brokers and metric obsessed fund managers stop this…
Talking Tech - Episode 33
George and Ian catch up on the news and events affecting UK-listed tech companies.George and Ian consider Sage’s recent full-year results and where it can go from here. Its cloud-based US acquisition…
Talking Tech - Episode 32
George and Ian catch up on the news and events affecting UK-listed tech companies.Rightmove’s share price reaction to management’s decision to accelerate its investment in AI suggests that the market…
Talking Tech - Episode 31
George and Ian catch up on news around the UK small and mid-cap listed tech space.Picking up on concerns about the challenges AgenticAI from our last podcast, George highlights Forrester’s forecast…
Talking Tech - Episode 30
The big, big question facing everyone is how do you make an original comment about the AI bubble. Ian and George tack away from Cisco vs Nvidia and nonsense PE comparisons and revisit ‘F’d Companies…
Talking Tech - Episode 29
George and Ian catch up on events in and around the UK small and mid-cap listed tech.Big Beautiful Trade Prosperity deal – George tries to put in it some kind of context vs the scale of what is…
Talking Tech - Episode 28
UK vs US tech valuations – reflecting on wider and individual stocks. Looking at several leading UK tech stocks, including Computacenter, Raspberry Pi and Kainos, George examines the ‘p/e discount’…
Talking Tech - Episode 27
George and Ian catch up on US giants results, reflecting on very different approaches and perhaps outlooks, before considering whether the IPO noise is consistent with the share price performance of…
Talking Tech - Episode 26
This week George and Ian canter through the newsflow of recent weeks, Bytes, Accesso, Northcoders and Hostelworld. Is Bytes broken? No, but its reputation has taken another beating. Hostelworld’s…
Talking Tech - Episode 25
George and Ian catch up on events in and around the UK small and mid-cap listed tech.Visma – potential London IPO. Parallels with Sage are inevitable. Visma has grown through acquisition but still…
Talking Tech - Episode 24
George and Ian wish AIM a Happy 30th Birthday, consider its success and follow Charlie Munger’s edict of ‘invert, always invert’ to gain some context. 1,700 companies on AIM in 2007 was too many…
Talking Tech - Episode 23
George and Ian catch up on events in and around the UK small and mid-cap listed tech.London Tech Week - George has been out and about and is enthused about by the talk by Gary Turner and Steve Vamas…
Talking Tech - Episode 22
George and Ian catch up on events in and around the UK small and mid-cap listed tech.Looking to the US, Salesforce and C3.ai results show positive momentum for AI, as of course do Nvidia’s. But…
Talking Tech - Episode 21
George and Ian consider Sage’s results and the return of the normal share price path following results. George points to Xero as Sage’s rain cloud whilst Ian points to the success of Sage’s Intacct…
Talking Tech - Episode 20
George and Ian catch up on news and events affecting UK small and mid-cap tech. IBM’s figures get George pondering the differing paths with AI for software vs IT professional services. He highlights…
Talking Tech - Episode 19
George and Ian catch up on events in and around the UK small and mid-cap listed tech. Alphawave’s lack of guidance for 2025 is no great surprise, but in an industry as complex as semiconductors can…
Talking Tech - Episode 18
George and Ian catch up on the jumble of news, both good and bad, for UK-listed tech.Pinewood.AI and Raspberry Pi deliver – although inventory build at Raspberry Pi is an issue that must be…
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Talking Tech has published 37 episodes since May 2024, covering topics in Business, Investing.
Talking Tech is currently highly active with new episodes every 2 weeks. Average episode length is 18m.
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